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CIK 0002052044 • 6 13F filings • Apr 23, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $1.6M | 1.0%Prev: 1.0% | 10,289 SH | Increased+487 SH |
| ABBVIE INC | COM | $354K | 0.2%Prev: 0.2% | 1,549 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $597K | 0.4%Prev: 0.2% | 1,901 SH | Increased+440 SH |
| AMAZON COM INC | COM | $467K | 0.3%Prev: 0.2% | 2,022 SH | Increased+329 SH |
| APPLE INC | COM | $2.6M | 1.6%Prev: 1.5% | 9,578 SH | Increased+46 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $569K | 0.3%Prev: 0.4% | 1,132 SH | Increased+5 SH |
| BROADCOM INC | COM | $817K | 0.5%Prev: 0.6% | 2,361 SH | Decreased-682 SH |
| CATERPILLAR INC | COM | $2.5M | 1.6%Prev: 1.4% | 4,422 SH | Increased-33 SH |
| CHEVRON CORP NEW | COM | $2.9M | 1.8%Prev: 1.8% | 19,049 SH | Increased+906 SH |
| CISCO SYS INC | COM | $309K | 0.2%Prev: 0.2% | 4,014 SH | Increased-45 SH |
| COCA COLA CO | COM | $1.9M | 1.2%Prev: 1.1% | 27,371 SH | Increased+1,411 SH |
| CROWN CASTLE INC | COM | $1.4M | 0.9%Prev: 0.9% | 16,120 SH | Increased+1,811 SH |
| DOW INC | COM | $1.2M | 0.7%Prev: 0.4% | 51,144 SH | Increased+23,705 SH |
| ENTERGY CORP NEW | COM | $1.5M | 0.9%Prev: 0.9% | 16,751 SH | Increased+842 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $231K | 0.1%Prev: 0.1% | 7,191 SH | Increased |
| EXXON MOBIL CORP | COM | $1.9M | 1.2%Prev: 1.1% | 15,779 SH | Increased+819 SH |
| GE AEROSPACE | COM NEW | $227K | 0.1%Prev: 0.1% | 736 SH | Increased |
| HANCOCK WHITNEY CORPORATION | COM | $810K | 0.5%Prev: 0.5% | 12,724 SH | Increased |
| HOME DEPOT INC | COM | $1.3M | 0.8%Prev: 0.9% | 3,679 SH | Decreased+348 SH |
| INTEL CORP | COM | $292K | 0.2%Prev: 0.2% | 7,925 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $2.3M | 1.4%Prev: 1.4% | 7,604 SH | Increased-138 SH |
| INVESCO QQQ TR | UNIT SER 1 | $856K | 0.5%Prev: 0.5% | 1,393 SH | Increased-2 SH |
| ISHARES INC | CORE MSCI EMKT | $2.3M | 1.4%Prev: 1.3% | 34,018 SH | Increased+4,237 SH |
| ISHARES TR | 1 3 YR TREAS BD | $403K | 0.2%Prev: 0.3% | 4,871 SH | Decreased |
| ISHARES TR | CORE MSCI EAFE | $3.6M | 2.2%Prev: 2.2% | 40,119 SH | Increased-135 SH |
| ISHARES TR | CORE MSCI EURO | $1.0M | 0.6%Prev: 0.7% | 14,159 SH | Decreased-1,858 SH |
| ISHARES TR | CORE MSCI INTL | $3.3M | 2.0%Prev: 1.7% | 39,867 SH | Increased+6,518 SH |
| ISHARES TR | CORE MSCI PAC | $919K | 0.6%Prev: 0.7% | 12,557 SH | Decreased-1,551 SH |
| ISHARES TR | CORE MSCI TOTAL | $920K | 0.6%Prev: 0.6% | 10,874 SH | Increased-150 SH |
| ISHARES TR | CORE S&P MCP ETF | $4.1M | 2.5%Prev: 2.6% | 62,136 SH | Increased+132 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.3M | 0.8%Prev: 0.7% | 10,531 SH | Increased+1,767 SH |
| ISHARES TR | CORE S&P TTL STK | $815K | 0.5%Prev: 0.5% | 5,481 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $14.7M | 9.0%Prev: 8.1% | 21,397 SH | Increased+2,355 SH |
| ISHARES TR | CORE US AGGBD ET | $658K | 0.4%Prev: 0.4% | 6,591 SH | Decreased |
| ISHARES TR | CRE U S REIT ETF | $982K | 0.6%Prev: 0.7% | 17,247 SH | Decreased-746 SH |
| ISHARES TR | INTL SEL DIV ETF | $1.3M | 0.8%Prev: 0.8% | 31,744 SH | Increased-565 SH |
| ISHARES TR | ISHS 5-10YR INVT | $308K | 0.2%Prev: 0.2% | 5,712 SH | Increased+131 SH |
| ISHARES TR | MSCI EAFE ETF | $2.8M | 1.7%Prev: 1.8% | 29,585 SH | Increased-237 SH |
| ISHARES TR | MSCI EMG MKT ETF | $3.0M | 1.8%Prev: 1.9% | 54,876 SH | Increased-795 SH |
| ISHARES TR | RUSSELL 2000 ETF | $4.1M | 2.5%Prev: 2.6% | 16,614 SH | Increased-116 SH |
| ISHARES TR | SELECT DIVID ETF | $3.6M | 2.2%Prev: 2.3% | 25,673 SH | Decreased-215 SH |
| JOHNSON & JOHNSON | COM | $1.7M | 1.0%Prev: 0.9% | 8,242 SH | Increased+240 SH |
| JPMORGAN CHASE & CO. | COM | $2.7M | 1.7%Prev: 1.7% | 8,384 SH | Increased+44 SH |
| LOCKHEED MARTIN CORP | COM | $1.9M | 1.2%Prev: 1.2% | 3,930 SH | Increased+267 SH |
| MCDONALDS CORP | COM | $1.6M | 1.0%Prev: 1.0% | 5,319 SH | Increased+364 SH |
| MERCK & CO INC | COM | $2.0M | 1.2%Prev: 0.9% | 18,854 SH | Increased+1,184 SH |
| META PLATFORMS INC | CL A | $285K | 0.2%Prev: 0.2% | 432 SH | Decreased-8 SH |
| MICROSOFT CORP | COM | $22.0M | 13.5%Prev: 15.5% | 45,424 SH | Decreased-1,582 SH |
| NVIDIA CORPORATION | COM | $1.6M | 1.0%Prev: 0.7% | 8,530 SH | Increased+2,673 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.5M | 0.9%Prev: 1.0% | 8,615 SH | Increased+245 SH |
| PARKER-HANNIFIN CORP | COM | $358K | 0.2%Prev: 0.2% | 407 SH | Increased-3 SH |
| PFIZER INC | COM | $1.1M | 0.7%Prev: 0.7% | 45,682 SH | Increased+4,693 SH |
| PROCTER AND GAMBLE CO | COM | $1.6M | 1.0%Prev: 1.0% | 11,130 SH | Increased+1,070 SH |
| RTX CORPORATION | COM | $549K | 0.3%Prev: 0.3% | 2,996 SH | Increased+370 SH |
| SALESFORCE INC | COM | $328K | 0.2%Prev: 0.2% | 1,240 SH | Increased |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $2.8M | 1.7%Prev: 1.5% | 112,584 SH | Increased+18,376 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $290K | 0.2%Prev: 0.2% | 11,914 SH | Increased+398 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $1.3M | 0.8%Prev: 0.9% | 42,817 SH | Decreased-5,221 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $286K | 0.2%Prev: 0.2% | 10,807 SH | Increased+754 SH |
| SOUTHERN CO | COM | $2.2M | 1.3%Prev: 1.4% | 24,967 SH | Decreased+1,778 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $772K | 0.5%Prev: 0.5% | 16,491 SH | Decreased-303 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $282K | 0.2%Prev: 0.2% | 414 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $13.9M | 8.5% | 181,011 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET DOU | $6.8M | 4.2% | 168,735 SH | New |
| TESLA INC | COM | $648K | 0.4%Prev: 0.4% | 1,440 SH | Increased+121 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $2.4M | 1.5%Prev: 1.4% | 24,665 SH | Increased+1,354 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.4M | 3.3%Prev: 3.4% | 72,991 SH | Increased+1,959 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $548K | 0.3%Prev: 0.4% | 1,888 SH | Decreased-304 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.9M | 1.1%Prev: 1.2% | 21,158 SH | Decreased+541 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.5M | 0.9%Prev: 1.1% | 2,430 SH | Decreased-352 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $530K | 0.3%Prev: 0.3% | 10,725 SH | Decreased-16 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $2.2M | 1.4%Prev: 1.1% | 26,352 SH | Increased+4,963 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $444K | 0.3%Prev: 0.3% | 3,644 SH | Increased |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $547K | 0.3%Prev: 0.3% | 5,924 SH | Increased |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $212K | 0.1%Prev: 0.1% | 2,132 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $1.8M | 1.1%Prev: 1.1% | 44,389 SH | Increased+4,517 SH |
| WALMART INC | COM | $545K | 0.3%Prev: 0.3% | 4,892 SH | Increased |
| 13F-HR |
| 0001951757-26-001160 |
| $187.9M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000949 | $147.9M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000715 | $171.1M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000436 | $133.5M | View |